RKL Wealth Management LLC
LANCASTER PA · SEC CIK 0001604723
$11.11亿2026Q1 申报市值
179持仓数
57.6%前十大占比 · 第一大 19.0%
4 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPM 加仓+$729.95万
BND 新建仓+$51.78万
EXXON MOBIL CORP 加仓+$32.90万
NSC 新建仓+$30.22万
GEV 新建仓+$22.17万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$3,136.71万
IJH 减仓-$797.87万
SCHX 减仓-$733.16万
IEFA 减仓-$632.01万
IJR 减仓-$366.63万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $106.62万 | 0.10% | 12,307 | -865 | -6.6% | -$7.49万 | 减仓 |
| T | AT&T INC | $106.85万 | 0.10% | 36,859 | 2,434 | 7.1% | $7.06万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $108.55万 | 0.10% | 5,343 | -451 | -7.8% | -$9.16万 | 减仓 |
| USXF | ISHARES TR | $119.73万 | 0.11% | 21,690 | 48 | 0.2% | $2,650 | 加仓 |
| KO | COCA COLA CO | $119.98万 | 0.11% | 15,777 | 696 | 4.6% | $5.29万 | 加仓 |
| DGRW | WISDOMTREE TR | $121.76万 | 0.11% | 13,862 | -538 | -3.7% | -$4.73万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $121.79万 | 0.11% | 6,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $140.92万 | 0.13% | 3,275 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $145.81万 | 0.13% | 22,754 | -33,288 | -59.4% | -$213.31万 | 减仓 |
| MKL | MARKEL GROUP INC | $148.91万 | 0.13% | 778 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $153.32万 | 0.14% | 7,375 | -24 | -0.3% | -$4,989 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $157.94万 | 0.14% | 62,923 | -2,931 | -4.5% | -$7.36万 | 减仓 |
| MRK | MERCK & CO INC | $159.56万 | 0.14% | 13,265 | -1,198 | -8.3% | -$14.41万 | 减仓 |
| V | VISA INC | $164.44万 | 0.15% | 5,441 | -487 | -8.2% | -$14.72万 | 减仓 |
| MPB | MID PENN BANCORP INC | $177.62万 | 0.16% | 55,230 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $178.08万 | 0.16% | 6,208 | -21 | -0.3% | -$6,024 | 减仓 |
| IWD | ISHARES TR | $181.00万 | 0.16% | 8,471 | 201 | 2.4% | $4.29万 | 加仓 |
| OKE | ONEOK INC NEW | $182.91万 | 0.16% | 20,235 | -233 | -1.1% | -$2.11万 | 减仓 |
| QLTA | ISHARES TR | $183.34万 | 0.16% | 38,525 | -3,602 | -8.6% | -$17.14万 | 减仓 |
| IEI | ISHARES TR | $189.78万 | 0.17% | 16,001 | -1,096 | -6.4% | -$13.00万 | 减仓 |
| NVO | NOVO-NORDISK A S | $192.38万 | 0.17% | 52,347 | -1,964 | -3.6% | -$7.22万 | 减仓 |
| PLD | PROLOGIS INC. | $193.86万 | 0.17% | 14,666 | -729 | -4.7% | -$9.64万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $196.04万 | 0.18% | 5,540 | -324 | -5.5% | -$11.47万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $199.80万 | 0.18% | 15,259 | 570 | 3.9% | $7.46万 | 加仓 |
| LLY | ELI LILLY & CO | $210.21万 | 0.19% | 2,286 | 9 | 0.4% | $8,276 | 加仓 |
| HD | HOME DEPOT INC | $216.10万 | 0.19% | 6,571 | -274 | -4.0% | -$9.01万 | 减仓 |
| IWF | ISHARES TR | $221.51万 | 0.20% | 5,195 | 440 | 9.3% | $18.76万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $224.12万 | 0.20% | 8,610 | -236 | -2.7% | -$6.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $237.10万 | 0.21% | 35,929 | -157 | -0.4% | -$1.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $238.49万 | 0.21% | 14,424 | -274 | -1.9% | -$4.53万 | 减仓 |
| PEP | PEPSICO INC | $243.42万 | 0.22% | 15,675 | -563 | -3.5% | -$8.74万 | 减仓 |
| IWM | ISHARES TR | $251.29万 | 0.23% | 10,133 | -604 | -5.6% | -$14.98万 | 减仓 |
| MCD | MCDONALDS CORP | $266.38万 | 0.24% | 8,571 | -221 | -2.5% | -$6.87万 | 减仓 |
| META | META PLATFORMS INC | $272.23万 | 0.24% | 4,758 | -246 | -4.9% | -$14.07万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $280.78万 | 0.25% | 8,181 | -336 | -3.9% | -$11.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $285.90万 | 0.26% | 7,323 | -891 | -10.8% | -$34.79万 | 减仓 |
| BX | BLACKSTONE INC | $296.66万 | 0.27% | 25,799 | -991 | -3.7% | -$11.40万 | 减仓 |
| CAT | CATERPILLAR INC | $310.35万 | 0.28% | 4,381 | 6 | 0.1% | $4,250 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $314.14万 | 0.28% | 19,973 | -940 | -4.5% | -$14.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $315.35万 | 0.28% | 21,832 | 569 | 2.7% | $8.22万 | 加仓 |
| EOG | EOG RES INC | $320.59万 | 0.29% | 22,175 | -2,244 | -9.2% | -$32.44万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $321.76万 | 0.29% | 32,863 | -1,497 | -4.4% | -$14.66万 | 减仓 |
| WMT | WALMART INC | $331.98万 | 0.30% | 26,712 | -4,707 | -15.0% | -$58.50万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $332.27万 | 0.30% | 13,708 | -527 | -3.7% | -$12.77万 | 减仓 |
| TSLA | TESLA INC | $334.84万 | 0.30% | 9,007 | -1,493 | -14.2% | -$55.50万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $337.52万 | 0.30% | 8,099 | -266 | -3.2% | -$11.09万 | 减仓 |
| IVE | ISHARES TR | $349.10万 | 0.31% | 16,533 | -852 | -4.9% | -$17.99万 | 减仓 |
| UNP | UNION PAC CORP | $350.28万 | 0.32% | 14,437 | -199 | -1.4% | -$4.83万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $351.18万 | 0.32% | 10,175 | -859 | -7.8% | -$29.65万 | 减仓 |
| ABBV | ABBVIE INC | $369.53万 | 0.33% | 16,991 | -757 | -4.3% | -$16.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $381.25万 | 0.34% | 7,956 | -363 | -4.4% | -$17.39万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $383.68万 | 0.35% | 125,798 | -7,549 | -5.7% | -$23.02万 | 减仓 |
| — | EXXON MOBIL CORP | $389.28万 | 0.35% | 22,945 | 1,939 | 9.2% | $32.90万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $395.95万 | 0.36% | 120,166 | -16,360 | -12.0% | -$53.91万 | 减仓 |
| URI | UNITED RENTALS INC | $429.36万 | 0.39% | 5,893 | -340 | -5.5% | -$24.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $436.83万 | 0.39% | 6,717 | -26 | -0.4% | -$1.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $503.02万 | 0.45% | 8,418 | -134 | -1.6% | -$8.01万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $550.79万 | 0.50% | 11,206 | -759 | -6.3% | -$37.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $579.36万 | 0.52% | 20,174 | 64 | 0.3% | $1.84万 | 加仓 |
| IVW | ISHARES TR | $590.41万 | 0.53% | 52,198 | -2,339 | -4.3% | -$26.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $619.23万 | 0.56% | 29,929 | -459 | -1.5% | -$9.50万 | 减仓 |
| AGG | ISHARES TR | $639.56万 | 0.58% | 64,426 | -2,211 | -3.3% | -$21.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $659.92万 | 0.59% | 26,997 | -1,243 | -4.4% | -$30.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $736.09万 | 0.66% | 21,788 | -2,898 | -11.7% | -$97.91万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $778.95万 | 0.70% | 15,590 | -504 | -3.1% | -$25.18万 | 减仓 |
| AGZ | ISHARES TR | $835.77万 | 0.75% | 76,180 | -4,424 | -5.5% | -$48.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,338.20万 | 1.20% | 13,430 | -234 | -1.7% | -$23.32万 | 减仓 |
| AMZN | AMAZON COM INC | $1,352.57万 | 1.22% | 64,943 | -1,383 | -2.1% | -$28.80万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,414.72万 | 1.27% | 486,494 | -47,955 | -9.0% | -$139.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,467.97万 | 1.32% | 49,904 | 24,815 | 98.9% | $729.95万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,495.59万 | 1.35% | 604,280 | -55,372 | -8.4% | -$137.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,529.36万 | 1.38% | 87,693 | -10,191 | -10.4% | -$177.73万 | 减仓 |
| MBB | ISHARES TR | $1,806.73万 | 1.63% | 190,282 | -14,992 | -7.3% | -$142.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,832.33万 | 1.65% | 49,500 | -3,075 | -5.8% | -$113.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,855.28万 | 1.67% | 636,897 | -30,140 | -4.5% | -$87.80万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,865.56万 | 1.68% | 397,350 | -12,406 | -3.0% | -$58.25万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,115.76万 | 1.90% | 255,681 | -12,482 | -4.7% | -$103.29万 | 减仓 |
| GOOGL | ALPHABET INC | $2,144.37万 | 1.93% | 74,571 | -4,043 | -5.1% | -$116.26万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,153.44万 | 1.94% | 695,554 | -65,446 | -8.6% | -$202.62万 | 减仓 |
| IEMG | ISHARES INC | $2,548.57万 | 2.29% | 365,386 | -31,596 | -8.0% | -$220.38万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,750.41万 | 2.47% | 461,865 | -18,323 | -3.8% | -$109.11万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $2,755.52万 | 2.48% | 570,265 | -41,605 | -6.8% | -$201.04万 | 减仓 |
| AAPL | APPLE INC | $3,042.45万 | 2.74% | 119,881 | -5,763 | -4.6% | -$146.26万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $4,023.64万 | 3.62% | 679,439 | -32,736 | -4.6% | -$193.86万 | 减仓 |
| IJR | ISHARES TR | $4,751.12万 | 4.28% | 382,199 | -29,493 | -7.2% | -$366.63万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,773.84万 | 4.30% | 1,861,871 | -285,943 | -13.3% | -$733.16万 | 减仓 |
| IJH | ISHARES TR | $7,546.47万 | 6.79% | 1,117,499 | -118,150 | -9.6% | -$797.87万 | 减仓 |
| IEFA | ISHARES TR | $1.08亿 | 9.70% | 1,190,974 | -69,812 | -5.5% | -$632.01万 | 减仓 |
| IVV | ISHARES TR | $2.11亿 | 18.96% | 322,614 | -48,020 | -13.0% | -$3,136.71万 | 减仓 |